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Carl Jerome Carlson

10.0

Experience
Industry Recognition
Professional Conduct

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2 Reviews

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No professional misconduct found.

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Overview

Practice Areas

40% Securities / Investment Fraud
18 years
25% Trusts
28 years
25% Estate Planning
28 years
10% Litigation
34 years

Contact Information

Carlson & Dennett, P.S.

1601 5th Avenue Suite 2150

Seattle, WA 98101
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About Me

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We do trust estate LITIGATION--not planning or transactional work. AVVO does not have a category for TE litigation so it incorrectly appears that we handle... more

References

Client Reviews

Average Client Rating

Former client? Write a review

2 reviews

“A master in his fields of practice”

Posted by: Shane, 2011-03-08 11 months ago.

Client Review: I had a very difficult will contest case and felt that I needed someone who specialized in that area of law. The case ended up going to trial with a... more

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“Competent, Conscientious”

Posted by: a Investment Fraud client, 2007-12-24 about 4 years ago.

Client Review: In the area of securities litigation/arbitration, our experience with this attorney and his firm was always straightforward and confidence-inspiring,... more

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Résumé

License

35 years since Carl Jerome Carlson was first licensed to practice law.

State	License status	Year acquired	Last updated by Avvo
Washington	Active	1976	01/31/2012

We have not found any instances of professional misconduct for this lawyer.

Work Experience

Position	Duration
Founder, at Carlson Dennett, P.S.	1995–present
Of Counsel at Talmadge & Cutler	1991–1995

See all 4 job entries

Education

School	Major	Degree	Graduated
Stanford University	Law	JD - Juris Doctor	1976
Stanford University		BA - Bachelor of Arts	1972

Awards

Award Name	Granting Organization	Date
2011 Super Lawyer	Washington Law & Politics Magazine	2011
AV Rating	Martindale-Hubbell	1986

Associations

Position	Association Name	Duration
Assoc. Editor, PIABA Bar Journal; Amicus Committee	Public Investors Arbitration Bar Association	2001-present
Arbitrator	FINRA	1999-present

See all 12 association entries

Portfolio

Cases

Quinault Indian Nation v. KeyBanc et al.

Outcome: $391,766 award in favor of Quinault Indian Nation

Publications

Article	Publication	Date
"The Prospectus Defense in Securities Arbitrations"	PIABA Bar Journal, Vol. 15, No. 2	2008
“A Primer on the Unauthorized Practice of Law in Securities Arbitrations: What You Don't Know Can Hurt You”	Securities Arbitration 2006: Taking Responsibility (Practicing Law Institute, 2006).	2006

See all 3 publications

Speaking Engagements

Presentation Name	Conference	Date
“Identifying and Litigating Claims Against Stockbrokers and Investment Advisers”	Securities Fraud: Prosecuting and Defending Securities Fraud Claims & Defense of Regulatory Action	2008
“Identifying and Pursuing Claims Against Stockbrokers and Investment Advisers”	WSBA Annual Trust and Estate Litigation CLE	2007

“Investors—Getting your Money Back”	Liability of Financial Advisers (The Seminar Group)	2006
“Securities Arbitration: Practice and Procedure"	King County Bar Assn 9th Annual Probate Litigation & Ethics CLE	2006
"Securities Claims and the Probate Practitioner"	King County Bar Assn 9th Annual Probate Litigation & Ethics CLE	2006
Damages in Trust and Estate Litigation	Washington State Bar Association "Trust and Estate Litigation" CLE	2005
"Claims Against Fiduciaries: Law and Theory"	Washington State Bar Assn "Trust & Estate Litigation" CLE	2004
"Securities Claims and the Probate Practitioner"	King County Bar Assn 7th Annual Probate Litigation CLE	2004
”Sources of Law Governing Stockbrokers”	National Business Institute CLE, "Stockbroker Fraud"	2003
"Securities Arbitration: Practice and Procedure"	National Business Institute CLE, "Stockbroker Fraud"	2003
“The NASD Dispute Resolution Arbitration Process”	King County Bar Association CLE, "Money Troubles: Pursuing and Defending Claims Against Stockbrokers and Brokerage Firms"	2001
"Will Contests" [Repeat of 1999 program]	King County Bar Assn CLE, "Probate Litigation and Ethics"	2000
"Anatomy of the NASD Arbitration Process"	National Business Institute CLE, "Stockbroker Fraud"	1999
"Will Contests"	King County Bar Assn CLE, "Probate Litigation and Ethics"	1999
“How to Process Claims Against Stockbrokers”	King County Bar Assn CLE, "Stockbroker Litigation"	1998
"How to Handle Estate Planning/Probate Litigation"	Washington State Bar Assn CLE	1997
"Probate Litigation" [Repeat]	Continuing Legal Education	1996
"Stockbroker Blues: Customer Litigation Against Stockbrokers" [Repeat]	Continuing Legal Education	1996
"Probate Litigation"	King County Bar Assn CLE	1994
"Stockbroker Blues: Customer Litigation Against Stockbrokers"	King County Bar Assn CLE	1994

See all 20 speaking engagements